Asset Allocation Strategies LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Asset Allocation Strategies LLC

$351 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,244

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.17 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$642 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$349 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$267 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$160 Million
0.05% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Allocation Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Allocation Strategies LLC with notifications on news.